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Ishares Tr rus200 grw idx shares owned by Life Planning Partners

Quarter-by-quarter ownership of Ishares Tr rus200 grw idx (IWY) shares owned by Life Planning Partners from 13F filings

Historical chart of Life Planning Partners investment in Ishares Tr rus200 grw idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 grw idx held by Life Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 grw idx by Life Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $370k 1.7k 220.05
2024-06-30 $360k 1.7k 214.52
2024-03-31 $328k 1.7k 195.10
2023-12-31 $3.0k 17 175.24

More positions owned by Life Planning Partners

Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Life Planning Partners

Top funds holding Ishares Tr rus200 grw idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
LPL Financial
Commonwealth Equity Services
Bank of America Corporation
Morgan Stanley
Mariner Wealth Advisors
Branch Banking & Trust Company
AE Wealth Management
Mml Investors Services
Union Bankshares
Cambridge Investment Research Advisors
Envestnet Asset Management
Pegasus Partners

View all funds holding Ishares Tr rus200 grw idx